Joseph  Mynio,  CFP<sup>&reg;</sup> - Financial Advisor

Joseph Mynio, CFP®


Financial Advisor

Waddell & Reed, Inc

95 Allens Creek Rd, Bldg 1, Suite 258
Rochester, NY 14618
(585) 944-4822


Joseph Mynio is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waddell & Reed, Inc in Rochester, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications


Insurance Licenses

  • Life insurance: NY, FL, OH, PA, SC, TX
  • Health/disability insurance: NY, FL, OH, PA, SC, TX
  • Fixed annuities: NY, FL, OH, PA, SC, TX
  • Variable annuities: NY, FL, OH, PA, SC, TX

Broker-Dealer Affiliation

Waddell & Reed, Inc.

Broker-Dealer Disclaimer

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor. Insurance products offered through insurance companies with which Waddell & Reed has sales arrangements.

Financial Advisor's Specialties

Budget & Debt Management, Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Getting Married, Job Loss, Retirement, Long-term Care, Sudden Wealth


Helpful Financial Planning Resources